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Budgeting

Using my credit card to pay something for friends who pay me back in cash
I have no clue on how to record the transaction while I buy something on behalf of my friends with my credit card and they pay me back in cash. To my understanding I should move the amount I spent…
- Khaki Sloth
- Khaki_Sloth.2
- 4 hrs ago
- 2 replies
- 10
- Khaki Sloth2 hrs ago
- Credit Cards
Wrong Citi bank link
It looks like the pre-populated Citi Bank link is the old link which doesn't work anymore. Please update to the new link: https://online.citi.com/US/login.do
- Spring Green Colt
- Spring_Green_Colt.1
- 2 hrs ago
- 1
- Web
Pen&Paper Alternative to YNAB for Partner who HATES Computers
Hi there, I'm one month into YNAB and love it. Can't say enough about it. My partner and I have been walking that awkward balance beam of "what's mine is mine and yours is yours but also this is kind…
- Kombucha Kid
- Slate_Gray_Router.1
- 11 hrs ago
- 3 replies
- 36
- rsrmjs4 hrs ago
- Money & Relationships
Amex not importing both cards on one account
My husband and I each have an Amex card, linked together. When I first setup the Amex connection, it showed the entire account balance under my card (judging by the last 4 numbers) and showed $0…
- Cornflower Blue Falcon
- Cornflower_Blue_Falcon.1
- 4 mths ago
- 16 replies
- 560
- Powder Blue Cup4 hrs ago
- Bank Importing
- Answered
- Answered
Is there a way to turn off Geo-Smart payees and account prefill?
I'm finding, more often than not, that geo-location is not a useful feature for me. This is because the majority of my transactions happen in a very small area (the shops around my work and the shops…
- Dave
- Budgeteer
- HappyDave
- 3 mths ago
- 4 replies
- 717
- Dominique Robin5 hrs ago
- App Functions
- Answered
- Answered
Using rewards credit cards while breaking debt cycle
Before I started using YNAB and budgeting my routine was to rack up all my expenses on a Cash Rewards credit card and then pay it off each time with my credit card,…
- Tiffany
- Magenta_Memory.1
- 11 days ago
- 7 replies
- 145
- 1
- nolesrule5 hrs ago
- Managing Debt
Comenity - Ulta - Finally available but won't log in!
I'm so glad to see a direct import for the Ulta credit card through Comenity. The only problem is that it keeps saying my credentials are wrong. I am looking at the Ulta/Comenity login and it allows…
- Terrahdactyll
- Terrahdactyll
- 1 mth ago
- 8 replies
- 86
- Jon Bogema6 hrs ago
- Bank Importing
Where do I see account balance in the transaction list?
Hi Totally new to YNAB. Coming from 10+ years on Quicken. In the account list, I see columns that I am used to, such as date, payee, memo, and inflow or outflow. Fine.…
- Coral Deer
- Coral_Deer
- 6 hrs ago
- 1 reply
- 12
- jenmas6 hrs ago
- Accounts & Transactions
YNAB Credit Card handling
I've been a YNAB user since YNAB2, and I am fed up with the stupidity that is YNAB Web Credit Card handling! I just spent three hours to figure out that every time over the last year when I…
- Doug
- Doug
- 2 days ago
- 3 replies
- 87
- 1
- ynaber26137 hrs ago
- Credit Cards
Will YNAB Classic still work on iOS 12?
My iPhone wants me to upgrade to iOS 12. Will my YNAB Classic still work the same? Thanks
- Orange Tugboat
- Orange_Tugboat.2
- 8 hrs ago
- 14
- Getting Started
Job Ideas for the Month of October
Hi everyone! So I'm in a little bit of a situation. My boss told me this week that everyone in the office will be employed through September but we will all be out of work for the month of October…
- Kate
- Happy Technical Writer 🌴
- sweet_sunshine
- 6 days ago
- 19 replies
- 192
- Kate8 hrs ago
- Tips & Tricks
New Credit Card handling a major philosophical change?
As with many other people here, I have been stumped by what is going on with this new credit card situation. I have been using YNAB since 2008, so I was thoroughly trained in the ways of old.…
- Fusi0nCatalyst
- Fusi0ncalyst
- 13 hrs ago
- 9 replies
- 79
- 4
- HappyDance8 hrs ago
- Credit Cards
Renaming rules don’t work for transfers
Setting up renaming rules don’t automatically create transfers. Instead they rename the transaction payee to “Transfer : XXX” without actually making a transfer.…
- AvianLyric
- Navy_Blue_Rhythm.4
- 5 days ago
- 2 replies
- 19
- AvianLyric8 hrs ago
- Web
- Acknowledged
- Acknowledged
Problems with rolling from one category to another
Hi guys, I'm trying to roll a part of available funds of one of my category to another one. When I do, the receiving category budgets a ridicoulous amount,…
- Powder Blue Hammerhead
- Powder_Blue_Hammerhead.2
- 12 hrs ago
- 3 replies
- 39
- 1
- Powder Blue Hammerhead9 hrs ago
- Accounts & Transactions
Direct import issues with BB&T
Is anyone else having issues with the direct importing with BB&T Bank? I have not been able to import since August 10th.
- Sky Blue Wizard
- Sky_Blue_Wizard.3
- 4 wk ago
- 8 replies
- 54
- Dale Marshall9 hrs ago
- Bank Importing
Target goal by date - question!
In August, I budgeted for $400 towards savings, but didn't move the money. In Sept, I set a goal for $2000 by the end of the year, then budgeted another $400 in Sept,…
- Cornflower Blue Banjo
- Cornflower_Blue_Banjo.2
- 13 hrs ago
- 9 replies
- 55
- Patzer9 hrs ago
- Getting Started
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 6 mths ago
- 340 replies
- 7037
- 19
- Kombucha Kid10 hrs ago
- YNAB Wins
Refund Transaction Amount Doesn't Go to "To be Budgeted"
Yesterday, I had $0 "to be budgeted." Today, I received a $200 refund to my credit card. I categorized this as an inflow "to be budgeted." My "to be budgeted" amount still says $0.…
- Lavender Wildcat
- Lavender_Wildcat
- 3 days ago
- 7 replies
- 76
- 2
- Patzer10 hrs ago
- Credit Cards
Missing Month Names in YNAB Header
Hi there, Month names appear to be missing in the header that shows the inflows and outflow overview on the main Budget page. Mine says "Funds for " and "Budgeted in ". (Image attached).…
- Andrew Phares
- ajphares
- 10 hrs ago
- 9
- Web
To Be Budgeted amount
I had a budget that was negative and a few dollars in To Be Budgeted. I clicked on the negative amount and selected to cover it with To Be Budgeted. I knew there was not enough to cover it but I…
- Darren K
- River_yeti
- 15 hrs ago
- 2 replies
- 29
- Hot Pink Trumpet10 hrs ago
- Method & Budgeting
Regions Bank connection issues.
Hello, I have tried connecting to Regions Bank through YNAB, and I see that all the tickets are marked "Answered", but I still cannot seem to connect. Things I have tried:…
- Orange Hammerhead
- Orange_Hammerhead.5
- 1 mth ago
- 2 replies
- 42
- Sarah Cala11 hrs ago
- Bank Importing
Transactions from the past uncleared
Like an old blues song, I woke up this morning to see numerous old, reconciled transactions no longer cleared, in both budget and off-budget accounts. There doesn't appear to be any rhyme or reason…
- Ivory Wildebeest
- Ivory_Wildebeest.2
- 4 days ago
- 2 replies
- 19
- Ivory Wildebeest13 hrs ago
- Web
- Acknowledged
- Acknowledged
Add transaction: misleading error message
Hi there, I get the error message HTTP response body: { "error": { "id": "400", "name": "bad_request", "detail": "date must not be in the future or over 5 years ago (index:…
- chbndrhnns
- Cloud Test Engineer
- Magenta_Deer_43f0695638
- yesterday
- 1 reply
- 9
- chbndrhnns14 hrs ago
- API
Additional savings account
I have one savings account which I have separated in my budget to actual savings then savings for things such as car tax, car ins, holiday, birthdays etc.…
- Violet Carpenter
- Violet_carpenter
- yesterday
- 6 replies
- 58
- HappyDance14 hrs ago
- Saving
I get notified of new YNAB releases multiple times
I see the notification that YNAB has been upgraded multiple times for the same release. This does not happen multiple times within the same YNAB session,…
- Pieter Nagel
- pieter_nagel
- 1 mth ago
- 19 replies
- 136
- DanYNAB Support14 hrs ago
- Web
- Fixed
- Fixed

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